Lionheart IPO - Thoughts on Valuation
Lionheart Studio (426630 KS), a game development studio based in South Korea, aims to raise around US$420m via its South Korean IPO. In this note,...
445 Views
LionHeart Studio IPO - Peer Comparison - Youngest and Most Untested
Lionheart Studio, a game development studio based in South Korea, aims to raise around US$420m via its South Korean IPO. In this note, we...
403 Views
Roblox Analyst Day Observations
Roblox Investor Day last week had an emphasis on advertising and monetization of virtual goods. We are bullish on the impact that performance based...
410 Views
Roblox 2Q22: 15% or 35% EBITDA Margins?
Roblox had a largely bullish quarter, with monetization and engagement metrics starting to show promised acceleration. Key will be 9/9/22 analyst...
386 Views
Weekly Stock Bullfinder- Week of 5/16
I mentioned a few weeks ago that the current market correction would likely begin to pickup speed when the mega caps like Apple and Microsoft began...
355 Views